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First Bank & Trust’s Utz Brands UTZ Stock Holding History

First Bank & Trust’s Portfolio UTZ Stock Details UTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191K Buy
24,754
+1,055
+4% +$7.87K 0.03% 266
2026
Q1 		$188K Buy
23,699
+5,713
+32% +$53.1K 0.03% 254
2025
Q4 		$187K Buy
17,986
+1,748
+11% +$18.9K 0.03% 255
2025
Q3 		$197K Sell
16,238
-123
-0.8% -$1.63K 0.03% 253
2025
Q2 		$205K Buy
16,361
+2,163
+15% +$28.3K 0.04% 231
2025
Q1 		$200K Buy
14,198
+2,610
+23% +$35.9K 0.04% 227
2024
Q4 		$181K Sell
11,588
-1,072
-8% -$18.1K 0.03% 234
2024
Q3 		$224K Sell
12,660
-894
-7% -$14.9K 0.04% 216
2024
Q2 		$226K Buy
13,554
+347
+3% +$6.25K 0.05% 202
2024
Q1 		$244K Sell
13,207
-329
-2% -$5.86K 0.05% 200
2023
Q4 		$220K Buy
13,536
+1,083
+9% +$14.3K 0.05% 180
2023
Q3 		$167K Buy
12,453
+968
+8% +$14.9K 0.04% 188
2023
Q2 		$188K Sell
11,485
-2,529
-18% -$43.4K 0.05% 193
2023
Q1 		$231K Sell
14,014
-748
-5% -$12.4K 0.06% 167
2022
Q4 		$234K Sell
14,762
-418
-3% -$6.93K 0.07% 161
2022
Q3 		$229K Sell
15,180
-508
-3% -$8.23K 0.08% 150
2022
Q2 		$217K Buy
15,688
+2,715
+21% +$37.7K 0.07% 159
2022
Q1 		$192K Buy
12,973
+1,825
+16% +$28.5K 0.06% 188
2021
Q4 		$178K Buy
11,148
+3,732
+50% +$59.4K 0.07% 195
2021
Q3 		$127K Buy
7,416
+287
+4% +$5.83K 0.06% 214
2021
Q2 		$155K Hold
7,129
– – 0.07% 201
2021
Q1 		$177K Buy
7,129
+668
+10% +$16.2K 0.09% 175
2020
Q4 		$142K Buy
6,461
+2,821
+78% +$53.6K 0.09% 169
2020
Q3 		$65K Buy
+3,640
New +$55.2K 0.04% 221

Other funds holding UTZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

First Bank & Trust's UTZ Position: Q2 2026 in Review

First Bank & Trust increased its Utz Brands (UTZ) stake by 4.5% in Q2 2026, buying an estimated $7.87K and bringing the position to 24,754 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #266.

First Bank & Trust first reported a position in UTZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $244K in Q1 2024. 12 funds tracked by Wall St. Rank hold UTZ as of Q2 2026.

  • First Bank & Trust held 24,754 shares of Utz Brands worth $191K as of Q2 2026.
  • First Bank & Trust bought 1,055 Utz Brands shares in Q2 2026, an estimated $7.87K.
  • Utz Brands made up 0.03% of First Bank & Trust's portfolio in Q2 2026, its #266 holding.
  • First Bank & Trust first reported a position in Utz Brands in Q3 2020 and has held it in 24 quarters since.
  • First Bank & Trust's Utz Brands position peaked at $244K in Q1 2024.
  • 12 funds tracked by Wall St. Rank held Utz Brands as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.